TrustRadius
QuickBooks Pro for even your least Tech Savvy business owner!
https://www.trustradius.com/accountingQuickBooks Desktop ProUnspecified8.3578101
Heather Pellegrini profile photo
January 16, 2018

QuickBooks Pro for even your least Tech Savvy business owner!

Score 8 out of 101
Vetted Review
Verified User
Review Source

Overall Satisfaction with QuickBooks Pro

Quickbooks Pro is used to keep track of all financial transactions from the checkbook to bills and invoices. By using Quickbooks pro we were able to streamline our bill paying process and keep more accurate records. By allowing us to invoice directly through QuickBooks we keep better records of our accounts receivable. Even our least technical user has no problem navigating in QuickBooks.
  • Invoice templates make setting up invoicing a breeze
  • Categorizing transactions so they are billed to the right departments or cost centers
  • Layout is extremely easy to navigate for even the least tech-savvy user
  • Reporting functions have great flexibiltily to create custom reports as well as already having the basic reports built in
  • Sharing with the accountant couldn't be any easier!
  • Depending on the financial institution used connecting to automatically download transaction is tricky
  • Renaming rules in the online version is not user-friendly and defaults on its own lumping most transactions together (IE: everything that comes in as a check # becomes renamed to the last vendor a check was written to & recorded)
  • Desktop version is much more user friendly in general than the online version
  • By entering our bills as they arrive we get reminders when payment dates are coming due as well as making it easy to track where the money is going
  • Invoicing has made tracking money owed to us easy and cut down on having to call people looking for money owee to us.
  • Quickbooks built-in templates for invoicing & quotes we have been able to have a more professional look to present to customers
We selected Quickbooks pro based solely on the recommendation of our accountant. We have recently looked into other options like Mint & Freshbooks but decided to remain with Quickbooks as it offers everything we need and when Quickbooks makes updates to their programs they are usually glitch free and of great use to the consumer
The desktop version of QuickBooks pro has been a lifesaver for our business. We easily can track all transactions, bills, and invoices and keep up with account receivables & payables. We love being able to track costs per job as well as by type of expenditure. Reports make it easy to analyze any aspect of our business. Our accountants' job has become so much easier since we switched to Quickbooks allowing us to complete our taxes in a timely manner each year.

QuickBooks Desktop Pro Feature Ratings

Accounts payable
9
Accounts receivable
9
Cash management
8
Bank reconciliation
8
Expense management
8
Time tracking
Not Rated
Fixed asset management
8
Multi-currency support
Not Rated
Multi-division support
Not Rated
Regulations compliance
Not Rated
Electronic tax filing
Not Rated
Self-service portal
Not Rated
Global Financial Support
Not Rated
Primary and Secondary Ledgers
Not Rated
Intercompany Accounting
Not Rated
Localizations
Not Rated
Journals and Reconciliations
8
Enterprise Accounting
Not Rated
Configurable Accounting
Not Rated
Centralized Rules Framework
Not Rated
Standardized Processes
Not Rated
Inventory tracking
Not Rated
Automatic reordering
Not Rated
Location management
Not Rated
Manufacturing module
Not Rated
Pricing
Not Rated
Order entry
Not Rated
Credit card processing
Not Rated
Cost of goods sold
Not Rated
Order Orchestration
Not Rated
End-to-end order visibility
Not Rated
Order exception Resolution
Not Rated
Pay calculation
Not Rated
Benefit plan administration
Not Rated
Direct deposit files
Not Rated
Salary revision and increment management
Not Rated
Reimbursement management
Not Rated
Dashboards
8
Standard reports
9
Custom reports
9
API for custom integration
Not Rated
Plug-ins
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated